© ROC Investment Ltd, Rämistrasse 31, 8001 Zurich, Switzerland, +41(0)442091555
SUCCESSION PLANNING FOR WEALTH MANAGERS
You have grown your own wealth management company or client base and have proved
expertise and market experience for many years. However, the current speed of increase
of new regulatory requirements might cause you great concern.
If you feel it is time for stepping back or retiring, having more time to enjoy the
fruits of your active business life, we are happy to support you.
Tailored to your clients’ needs and your time path we are glad to guide you in planning
and implementing a smooth succession.
We would be pleased to talk to you about an attractive succession solution.
INDEPENDENCE FOR PRIVATE BANKERS
You work as an experienced private client advisor at a bank and have built up a remarkable
customer book over the years. However, the rigid processes and structures as well
as the constant reorganization of your working environment within the bank, due to
the numerous regulatory innovations, are making you more and more troublesome.
If you (and possibly your team) long for more freedom, flexibility and more time
for customers and want to participate in a very interesting compensation model, ROC
is the right partner for you.
Depending on your needs and the size of your customer book, ROC provides you with
the necessary infrastructure and professional services in the areas of compliance,
back office, IT, accounting and portfolio management.
עברית
